Investment Platforms
Get the latest news and insights on investment platforms (including digital, mobile and online platforms), and how these developments impact financial advisors, the wealth management industry and more.
Robo-advisors: The coming wave in the financial industry
By Caroline MarwitzIs the robo-advisor trend a threat or an opportunity?
April 01, 2016
Massachusetts to Scrutinize Robo-Advisors on Fiduciary DutiesRobo-advisors may meet the needs of certain customers, but this alone does not make them investment advisors, Commonwealth Secretary William Galvin said.
March 30, 2016
State Street Buys GE Asset Management for Up to $485 MillionState Street plans to expand alternative investments such as private equity and real estate.
March 23, 2016
Raymond James CEO: Over 90% of Alex. Brown Reps RetainedRaymond James says it's on track to retain most of the 200 Deutsche Bank advisors moving to the firm after the wealth unit's acquisition.
March 21, 2016
NorthStar Names Baum Executive ChairmanAs executive chairman, Jon Baum will help facilitate the continued growth of NorthStar and its subsidiaries, CLS Investments, Gemini Fund Services and Orion Advisor Services.
March 21, 2016
TIAA Global Asset Management, Like Its Parent Company, Says Goodbye to CREFFollowing TIAA's rebranding, one of the worlds largest asset managers has shortened its name.
March 21, 2016
Ladenburg Thalmann Rolls Out Robo-AdvisorReps in Ladenburgs network, which includes Securities America, Triad, Investacorp and other IBDs, can offer automatic investing to clients with as little as $500.
March 18, 2016
PIMCO's $18 Billion Question: What Should Count as New Assets?A change in how PIMCO accounts for reinvested dividends and capital gains helped it minimize an exodus of clients by about $18 billion last year.